6 Welcome Kit Ideas For New Insurance Customers

6 Welcome Kit Ideas For New Insurance Customers

  April 06, 2018    income

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6 Welcome Kit Ideas For New Insurance Customers
 In fact, making a purchase is so difficult that agents often forget the most important part of developing a successful insurance agency: Developing a ROCK-SOLID relationship with every client. There's no better time forge that relationship and raise the lifespan of your clients than right after the intital sale, but it's an easy task to miss because it's so exciting merely to close the deal. This is exactly why I recommend creating an official Welcome Kit for new clients. Traditionally, a welcome kit is really a folder high in papers for you to explain face-to-face but it doesn't have to be exactly like that. The purpose is merely to possess something formal to walk every new client through all the main things they need to know as a consumer of yours. Here's 6 ideas to obtain you started on building your brand-new customer welcome kit:
1) Conversation Checklist Produce a simple one-page checklist of all the things you intend to discuss with each new client. (this article would be a good starting point) The checklist ensures everything is covered and also keeps the client engaged and receptive by outlining the info you're going to cover. Use it because the introduction in the beginning and to review at the end.
 2) Everything We Sell Sheet Unless your agency is just like the Progressive commercials with shelves full of policies, your clients won't know very well what else you sell if that you don't tell them. Why don't you ensure it is easy yourself? Produce a simple one-page sheet that shows all the different policies and products you sell. Show it to every new client, put it in their welcome kit, and take a few momemts to go through it. Here is a several benefits: You may make a cross-sale right then and there. It helps you collect x-dates. It prepares the client for future conversations about additional lines. It prevents the client from buying another line of insurance somewhere else. It trains the client to become a better referrer of one's agency. It reinforces the theory as you are able to support almost all their insurance needs forever. Hmm&hellip ;.After coming up with all those reasons I'm thinking maybe you must put it on a fridge magnet!
 3) Referral Program Explanation I believe plenty of agents don't create an established referral program since it sounds complicated and they're confident they're already handling referred business well. That's fine, I'm sure you are. But when you never establish a proper referral program you're missing an enormous opportunity – making it easy for the producers to talk about referrals with clients. Produce a one-page sheet that explains: The way you “reward” clients who refer you. The way you handle the friends they refer. The forms of clients who you have the best products for. Giving your producers something to fairly share reduces the anxiety over “asking” for a referral because they're not seeking anything – they're just explaining the program
 4) The Client's Policy Documents If you print out your clients actual policy (or application), they'll be more likely to hang on to the whole package. (Along with the other marketing goodies you place in there.) Tell them they might want it someday so put it in a secure place and don't throw it out.
 5) ID Card Holders I'm a cheapskate, but I don't think this can be a place to skimp. Get some nice ID Card Holders for your auto insurance clients. They're paying 1000s of dollars and all they disappear with is a piece of paper. Use it in a wonderful package for them.
 6) Connect With Us Sheet I'd prefer your new clients walk from your agency having already liked your Facebook page, followed you on Twitter, and associated with your staff and you on LinkedIn but that's not more than likely, could it be? Develop a simple one-page sheet that explains your different social media accounts with URLS to each. As I've written before, don't just ask them for connecting, explain WHY your clients should WANT to get in touch with you.